Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.D.X201 · federal · F8949 line D.X201

Silverline Energy (acquired 2024-05-06, sold 2025-08-14; proceeds 456.86, basis 400.92)

55.94
engine v3
not yet verified

How this number was built

R-8949-LOT One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.
Sources (6) — where the inputs came from
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_desc · “Lot X201 description”
read as “Silverline Energy” → Silverline Energy 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_acq · “Lot X201 date acquired”
read as “05/06/2024” → 2024-05-06 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_sold · “Lot X201 date sold”
read as “08/14/2025” → 2025-08-14 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_proceeds · “Lot X201 proceeds”
read as “456.86” → 456.86 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_basis · “Lot X201 cost basis”
read as “400.92” → 400.92 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 17 · field X201_wash · “Lot X201 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 55.94v2 · 2026-03-19: 55.94v3 · 2026-06-23: 55.94
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it